Sbc 401(k) Plan And Trust
Sponsored by Sbc, Inc. · EIN 810540152 · Plan #001
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 98
- With balances
- 139
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $22,486 |
| Empower Annuity Insurance Company | Recordkeeping fees | $20,857 |
| Empower Retirement Advisory Service | Investment management | $10,331 |
| Leafhouse Financial Advisor | Other fees | $8,994 |
| Sannah M Brandt Llc Dba Upa | Contract administrator | $8,994 |